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ANZ TMT Research Reports
Browse our full catalogue of market research, forecasts, and industry analysis covering Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms.
12 Oct 2026 · DIGITAL INFRASTRUCTURE · EXPLAINER
Firmus Pulls Its IPO: What Australia's AI Float Collapse Does (and Doesn't) Tell Us
This explainer examines the rise and collapse of Firmus' initial public offering, which would have been one of the largest technology listings in ASX history before the company withdrew it on 9 October 2026. It traces Firmus' evolution from a bitcoin-mining cooling specialist into an AI infrastruct…23 Sept 2026 · DIGITAL REGULATION · EXPLAINER
Is Big Tech Weaponising AI Safety to Crush Open-Source Rivals?
Between 2023 and 2026, the world's AI oligopoly shifted from publishing abstract ethical declarations to submitting comprehensive legislative blueprints to global policymakers. This explainer analyses the AI governance doctrines of Microsoft, OpenAI, Google, Anthropic, Meta, IBM, Amazon Web Service…8 Sept 2026 · DIGITAL REGULATION · REPORT
New Tax Ruling For Global Tech Giants: A Fight We Need To Have
The Australian Taxation Office's royalty ruling TR 2026/2 marks a critical turning point for digital tax equity in Australia, addressing the long-standing tax asymmetry enjoyed by foreign tech giants. By reclassifying cloud computing, streaming, and SaaS revenues as intellectual property royalties,…29 Oct 2026 · Telecom · Explainer· NEW
Channelling the Constellation: How Six Regulators Are Responding to Starlink
This report examines how regulators in six markets, the European Union, India, Australia, New Zealand, Canada and the United Kingdom, are responding to the competitive threat that SpaceX's Starlink poses to local telecommunications operators. It covers both threats: Starlink's fixed satellite broad…Channelling the Constellation: How Six Regulators Are Responding to Starlink
This report examines how regulators in six markets, the European Union, India, Australia, New Zealand, Canada and the United Kingdom, are responding to the competitive threat that SpaceX's Starlink poses to local telecommunications operators. It covers both threats: Starlink's fixed satellite broad…
29 Oct 2026 · Media · Explainer· NEW
The UK Online TV Switch: Policy Horizons in UK TV Distribution
This explainer sets out how UK Government policy on television distribution has evolved, from the analogue-to-digital switchover of 2007-2012 to the June 2026 media green paper, Watch this Space, which consults on ending digital terrestrial television (DTT) in either 2034 or 2044. It first lays out…The UK Online TV Switch: Policy Horizons in UK TV Distribution
This explainer sets out how UK Government policy on television distribution has evolved, from the analogue-to-digital switchover of 2007-2012 to the June 2026 media green paper, Watch this Space, which consults on ending digital terrestrial television (DTT) in either 2034 or 2044. It first lays out…
26 Oct 2026 · Telecom · Report· NEW
What Agentic and Physical AI Will Mean for Wholesale Networks and Regulation
This report takes a ten-year view of how agentic AI and physical AI will reshape "North-South" demand in the fixed access network, as distinct from the "East-West" traffic generated in data centre interconnection. It examines what that means for wholesale products, market structure and regulation i…What Agentic and Physical AI Will Mean for Wholesale Networks and Regulation
This report takes a ten-year view of how agentic AI and physical AI will reshape "North-South" demand in the fixed access network, as distinct from the "East-West" traffic generated in data centre interconnection. It examines what that means for wholesale products, market structure and regulation i…
23 Oct 2026 · Digital Platforms · Explainer· NEW
Apple's Edge-First AI Bet: All the Upside of Open-Weight Models, None of the Frontier Bill
Apple and Meta have confirmed a collaboration bringing Meta’s Muse Spark Open - an 816-billion-parameter, US-developed open-weight model - to run locally across Apple Silicon Mac Studios via Apple’s MLX framework. The deal ends years of public friction between the two companies and is a proof point…Apple's Edge-First AI Bet: All the Upside of Open-Weight Models, None of the Frontier Bill
Apple and Meta have confirmed a collaboration bringing Meta’s Muse Spark Open - an 816-billion-parameter, US-developed open-weight model - to run locally across Apple Silicon Mac Studios via Apple’s MLX framework. The deal ends years of public friction between the two companies and is a proof point…
19 Oct 2026 · Telecom · Report
Sovereignty Stack at Risk: Three Tech Dependencies That Threaten Australia
Australia's digital economy now depends on three categories of infrastructure that are controlled, directly or indirectly, by US entities: frontier AI models, hyperscaler cloud and data centre services, and low Earth orbit (LEO) satellite connectivity. Assessed individually, each dependency carries…Sovereignty Stack at Risk: Three Tech Dependencies That Threaten Australia
Australia's digital economy now depends on three categories of infrastructure that are controlled, directly or indirectly, by US entities: frontier AI models, hyperscaler cloud and data centre services, and low Earth orbit (LEO) satellite connectivity. Assessed individually, each dependency carries…
12 Oct 2026 · Digital Infrastructure · Explainer
Firmus Pulls Its IPO: What Australia's AI Float Collapse Does (and Doesn't) Tell Us
This explainer examines the rise and collapse of Firmus' initial public offering, which would have been one of the largest technology listings in ASX history before the company withdrew it on 9 October 2026. It traces Firmus' evolution from a bitcoin-mining cooling specialist into an AI infrastruct…Firmus Pulls Its IPO: What Australia's AI Float Collapse Does (and Doesn't) Tell Us
This explainer examines the rise and collapse of Firmus' initial public offering, which would have been one of the largest technology listings in ASX history before the company withdrew it on 9 October 2026. It traces Firmus' evolution from a bitcoin-mining cooling specialist into an AI infrastruct…
12 Oct 2026 · Media · Brief
Duty of Care: Australia's Plan to Re-Engineer the Rules of Online Engagement
This report examines the Australian Government's proposed Online Safety Amendment (Digital Duty of Care) Bill 2026. It sets out the Bill's legislative strategy, the design-feature restrictions and algorithmic-choice mandates it would introduce, and the enforcement regime available to the eSafety Co…Duty of Care: Australia's Plan to Re-Engineer the Rules of Online Engagement
This report examines the Australian Government's proposed Online Safety Amendment (Digital Duty of Care) Bill 2026. It sets out the Bill's legislative strategy, the design-feature restrictions and algorithmic-choice mandates it would introduce, and the enforcement regime available to the eSafety Co…
6 Oct 2026 · Digital Regulation · Explainer
How Open-Weight AI Is Redrawing the Frontier - and What China's DeepSeek Moment Means for Australia
The artificial intelligence industry is cleaving into two structurally distinct camps. On one side stand the closed frontier models - proprietary systems from Anthropic, OpenAI, and Google DeepMind, accessed exclusively via metered APIs, with weights that never leave vendor-controlled infrastructur…How Open-Weight AI Is Redrawing the Frontier - and What China's DeepSeek Moment Means for Australia
The artificial intelligence industry is cleaving into two structurally distinct camps. On one side stand the closed frontier models - proprietary systems from Anthropic, OpenAI, and Google DeepMind, accessed exclusively via metered APIs, with weights that never leave vendor-controlled infrastructur…
24 Sept 2026 · Telecom · Forecast
Australia Consumer Mobile Forecast 2026
We expect consumer mobile revenue (both service and hardware) to grow at a CAGR of 3.6% over FY26/31. In FY26, we estimate that mobile constituted 63% of total consumer telecommunications revenue in Australia. We forecast this share will remain flat over the FY26/31 forecast period, as growth flows…Australia Consumer Mobile Forecast 2026
We expect consumer mobile revenue (both service and hardware) to grow at a CAGR of 3.6% over FY26/31. In FY26, we estimate that mobile constituted 63% of total consumer telecommunications revenue in Australia. We forecast this share will remain flat over the FY26/31 forecast period, as growth flows…
23 Sept 2026 · Digital Regulation · Explainer
Is Big Tech Weaponising AI Safety to Crush Open-Source Rivals?
Between 2023 and 2026, the world's AI oligopoly shifted from publishing abstract ethical declarations to submitting comprehensive legislative blueprints to global policymakers. This explainer analyses the AI governance doctrines of Microsoft, OpenAI, Google, Anthropic, Meta, IBM, Amazon Web Service…Is Big Tech Weaponising AI Safety to Crush Open-Source Rivals?
Between 2023 and 2026, the world's AI oligopoly shifted from publishing abstract ethical declarations to submitting comprehensive legislative blueprints to global policymakers. This explainer analyses the AI governance doctrines of Microsoft, OpenAI, Google, Anthropic, Meta, IBM, Amazon Web Service…
16 Sept 2026 · Telecom · Forecast
Australia Consumer Fixed Telecommunications Forecast 2026
This report provides a comprehensive forecast and analysis of the Australian consumer fixed telecommunications market through 2031. It examines key drivers and trends across fixed broadband and voice-only services, including household penetration, ARPU dynamics, fixed wireless access growth, and sh…Australia Consumer Fixed Telecommunications Forecast 2026
This report provides a comprehensive forecast and analysis of the Australian consumer fixed telecommunications market through 2031. It examines key drivers and trends across fixed broadband and voice-only services, including household penetration, ARPU dynamics, fixed wireless access growth, and sh…
8 Sept 2026 · Digital Regulation · Report
New Tax Ruling For Global Tech Giants: A Fight We Need To Have
The Australian Taxation Office's royalty ruling TR 2026/2 marks a critical turning point for digital tax equity in Australia, addressing the long-standing tax asymmetry enjoyed by foreign tech giants. By reclassifying cloud computing, streaming, and SaaS revenues as intellectual property royalties,…New Tax Ruling For Global Tech Giants: A Fight We Need To Have
The Australian Taxation Office's royalty ruling TR 2026/2 marks a critical turning point for digital tax equity in Australia, addressing the long-standing tax asymmetry enjoyed by foreign tech giants. By reclassifying cloud computing, streaming, and SaaS revenues as intellectual property royalties,…
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